[vc_row type=”container” css=”.vc_custom_1462284973588{margin-bottom: 15px !important;}”][vc_column][vc_column_text]Our systems are flexible, versatile and easy to use. However, you will most likely have additional needs that are unique to your business process. Our consulting team can help you design and fulfill a solution that seamlessly integrates with our standard applications.

Below are a few examples of custom projects frequently requested:

Custom Reports. Reports can be modified or added to your existing system. Perhaps you’d like a trending report that shows agent production over a designated time period, or a daily app list that can be used to “scrub” new policies before they are sent to your carrier. Whether it’s as simple as adding a few additional fields or some custom calculations to a weekly ledger or as complex as a monthly or quarterly sales reports that provides a list of top-grossing agents, we can work to meet your needs.

Automated Data Feeds. We have contacts with a large number of major insurance Carriers and subsequently understand their formatting and electronic submission requirements. Setting up an automatic data feed shortens the turnaround between submitting a set of policies and receiving commission for them. Even smaller carriers are usually willing to receive data electronically and reduce the chance of waste, omission and error[/vc_column_text][/vc_column][/vc_row]